Report Groups en AUTOMY

Knowledge Center — Admin Studio

By Lily Dominguez Guerra · 2026-07-24

This guide explains the Report Groups option in AUTOMY Configuration from end to end: its purpose, the information it displays, how to use its controls, and what to validate before applying changes. 🧭 How to access Menu path Configuration → Reports → Report Groups Application route /configuration/reports-groups ℹ️ Option and action visibility depends on the role, company, environment, plan, and tenant version. 🎯 Purpose and scope Group reports and link them to a server configuration and Power BI group.

Confirm the Power BI tenant, workspace, and group permissions before linking it.

Order controls presentation, not security. 🖥️ Main screen Observed actions # Control Recommended use 1 Filter Use it only for the stated purpose and confirm the result before continuing. 2 Add Use it only for the stated purpose and confirm the result before continuing. 3 Open reports Use it only for the stated purpose and confirm the result before continuing.

List information # Field or column How to interpret it 1 Enabled Value displayed for the record; use sorting or filters when available. 2 Order Value displayed for the record; use sorting or filters when available. 3 Name Value displayed for the record; use sorting or filters when available. 4 Power BI server configuration Value displayed for the record; use sorting or filters when available. 5 Power BI group ID Value displayed for the record; use sorting or filters when available. 🔎 Available filters Power BI server configuration Enabled Created date Created by Updated date Updated by Combine only the filters you need, select Apply , and use Clear filters before starting a different search. ✍️ How to work with this option Fields marked with (*) are required.

Fields observed when adding # Field or column Recommended use 1 Power BI server configuration (*) Enter a value valid for the company and review relationships before saving. 2 Name (*) Enter a value valid for the company and review relationships before saving. 3 Power BI group ID (*) Enter a value valid for the company and review relationships before saving. 4 Order (*) Enter a value valid for the company and review relationships before saving. 5 Permission logical operator Enter a value valid for the company and review relationships before saving. 6 Enabled Enter a value valid for the company and review relationships before saving. ✅ Recommended procedure Confirm the active company and environment.

Define the purpose of the query or change and its owner.

Apply filters to check whether the record already exists or to narrow the period.

Review relationships, permissions, and dependencies before creating, editing, enabling, or disabling.

Save only after verifying required fields and scope.

Return to the list, filter again, and confirm the result.

For critical changes, review related traces or evidence. 🔐 Security and governance Apply least privilege and separation of duties.

Do not copy secrets, tokens, credentials, or personal data into names, descriptions, screenshots, or tickets.